Understanding Sales And Invoices
The sales component of Synergy 8 is responsible for all sales made through the online store, as well as sales invoices synchronized from your Accounting Software (if you have an integration enabled). Whenever a purchase happens on your website, a sales invoice will be generated automatically.
This article will introduce you to the Sales page of the dashboard.
View all Sales
To view all of your sales invoices, navigate to Dashboard > Commerce > Sales.
You will be presented with all sales invoices.
Download / Print an Invoice
To download or print a sales invoice, navigate to Dashboard > Commerce > Sales.
Click the invoice you would like to download. Click one of the buttons for printing and downloading a PDF sales invoice.
E-mail a Sales Invoice
To e-mail a sales invoice to either yourself or the customer, open the invoice by clicking it.
Click the e-mail button located towards the top of the popup.
You will be presented with the option to either e-mail this invoice to the eCommerce notification e-mail address, or to the customer.
To save time, you can click the three dots to the right of the sales invoice to reveal a drop-down menu (pictured below).
This drop-down menu will allow you to quickly download, print or e-mail a sales invoice.